Plasma Quotes Extractor

In order to test the Quotes Extractor logic, make sure the configuration table “Plasma_Quotes_Extractor_Mapping” PP is mapped. There is no need to create a Data Load, as it comes in the repository. Select the “Plasma Quotes Extractor” Data Load of the Calculation type with the target “DMDS.Plasma_Quotes”. Run the Data Load and wait for it to complete. Then verify the results in the target data source “Plasma_Quotes”.

Open

Set up and Run

1. Select Calculation Data Load.
   Plasma Quotes Extractor is used to extract data from QuoteConfigurator module to Plasma_Quotes DS and load extracted data to a Plasma_Quote DM for further use. It is run by a Calculation Data Load.
   
   

   Open

   

    

2. Select a target for the Data Load.
   Target is the Data Source or Datamart which you would like to load the quote data from the extractor into. There is a predefined Data Source named “Plasma_Quotes” created for that.
   
   

   Open

   

3. Select Calculation logic: Plasma_Quotes_Extractor.
   Query a quote per quote ID provided by the feeder, then extract and load to the target Datamart.
   
   

    

4. Select Feeder logic: Plasma_Quotes_Extractor_Feeder.
   Feeder logic provides individual quote ID for calculation logic to extract.
   
   

    

5. Save and run the logic.
   After all, settings are correct, click Save and Run the Data Load, then click the Refresh button at the bottom.
   
   

    

6. Check the results.
   After a successful Data Load run (the processing can take a while), open the target Plasma_Quotes DS and compare the results with the data in the quote.
   
   

Check Extractor Audit Logs

(Check audit logs only from version 1.4 onwards, in version 1.3 a bug occurred).
Even when the Data Load is successful, there can be errors in the Extractor or some rows might be omitted for some reason. The audit logs can be found in the “Plasma_Audit” PP table and they provide date, status, message, additional info if any. See an example:

Plasma Quotes Enrichment

This is optional and only used when you don’t have the Selling From/ Selling To field in your quote data and needs to be extracted from another source than Quotes.

In order to test the Plasma Quotes Enrichment logic, make sure the configuration table “Plasma_Config” PP and “Plasma_Quotes_Enrichment_Mapping” PP for Quotes are configured. There is no need to create a Data Load, as it comes in the repository. Select the “Plasma Quotes Enrichment” Data Load of the Calculation type with the target “DMDS.Plasma_Quotes”. Run the Data Load and wait for it to complete. Then verify the results of the Selling From and Selling To field in the target data source “Plasma_Quotes”.

Open

Distiller

These steps do not need any configurations - each of them is executed from “Plasma_Quotes_SequenceControlTable” PP automatically. The points below are only for understanding how each of them works and how they can be triggered separately.

Distiller comprises of 2 steps:

1. Currency Exchange Conversion
   This step converts the MONEY fields from source currency to “USD”. This is calculated per row. Make sure “Plasma_Currencies” DS is loaded with the exchange rates. Otherwise “ccy” DS exchange rates will be used. To run this step, open the “Plasma_Quotes_Exchange” Data Load and select “Run now”. To test this, open PA logic “Plasma_Quotes_Exchange”, select DM Context, select “Plasma_Quotes” DM, select one row and execute. The element names are the fields of the target. Check the results on each element. CreationDateTime and Currency are mandatory in Plasma Quotes Extractor, so all the rows in Plasma_Quotes DM will have CreationDateTime and Currency.

2. Enrichment of output data.
   This step populates the output data which needs more calculation. This is calculated per row. To run this, open the “Plasma Output Quotes Load” Data Load of the calculation type and selects “Run now”. To test this, open PA logic “Plasma_Data_Extractor”, select DM Context, select “Plasma_Output_Quotes” DM, select one row and execute.

Other Steps

When all DLs run completely and successfully, you can check data in:

Plasma_Quotes DM:

• Standard fields

• BusinessUnit

• Approved

• In_Guidelines_Counter

• Invoice Price inside boundary

• Invoice Price needing approval

• Invoice Price outside boundary

• Margin

• Margin inside boundary

• Margin needing approval

• Margin outside boundary

• Margin_Approved

• Needs_Approval_Counter

• Out_Guidelines_Counter

• Revenue_Approved

Plasma_Output_Quotes DM:

• UniqueId

• Dem_End_Deliverable_Type_Product

• Dem_End_Deliverable_Type_Service

• Dem_Year

• Dem_Quarter

• Dem_Month

• Dem_Region_Selling_From

• Dem_Region_Selling_To

• Dem_Business_Unit

• Total_Quote_Revenue

• Total_Quote_Margin

• Sum_Revenue_In_Guidance

• Sum_Revenue_Outside_Guidance

• Sum_Revenue_Need_Approval

• Sum_Margin_Need_Approval

• Sum_Revenue_Approved

• Total_Number_Quotes

• Number_In_Guidance

• Number_Outside_Guidance

• Number_Need_Approval

• Number_Approved

• Simple_Avg_Overall_Deal_Velocity

• Weighted_Avg_Overall_Deal_Velocity

• Simple_Avg_Approval_Process_Deal_Velocity

• Weighted_Avg_Approval_Process_Deal_Velocity

• Simple_Avg_Number_Approval_Process_Steps

• Weighted_Avg_Number_Approval_Process_Steps

Currency Exchange Conversion Test Scenarios

• A conversion factor of 1 should be applied for all source rows whose currency is USD.

• Test with the exchange rates present both in “ccy” DS and “Plasma_Currencies” DS. It should prioritize to pick from “ccy” DS.

• Test with the exchange rates does not present in “ccy” DS but in “Plasma_Currencies” DS. It should pick from “Plasma_Currencies” DS.

• If exchange rates are not available for a pricingdate/currency combination, all the money fields for such rows are not added in Plasma_Quotes DM. Then, the exception via Warning Manager is thrown in DL with Status = ERROR in Plasma_Quotes_SequenceControlTable PP at the 3rd Order.

• Test the incremental load. It should only process the source rows which has lastUpdateDate greater than the incrementalLoadDate.